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Integration with GoFileRoom

Add a new group in GoFileRoom

Follow these steps to add a new group:
  1. Select
    Administration
     then
    Manage Users & Groups
    .
  2. Go to the
    Groups
     tab.
  3. Select
    New Group
     from the
    Select Group
     field. You can also select an already created group if the client wants to use a particular group.
  4. Enter a group name in the
    Group Name
    field. You can enter any group name (for example, SUREPREP SUPER USER).
  5. In the
    Comments
     field, describe the purpose of the group. You can add your own description or use one of the following options:
    • Drawer access permissions (Clients, HR, AP, etc.)
    • Routing Pool (preparers, reviewers, etc.)
    • Firm Flow Permission Group (FirmFlow Folder header, custom fields, etc.)
    • System Group
    • License Group
  6. Mark the
    Full Access to Document Tracking
     checkbox.
  7. Select the Super User from the
    Users
     box, then select the right arrow to add the user to the group. The name will move from the
    Users
     box to the
    Group Members
     box. When you're done, select
    Save
    .
  8. To give group permissions, go to
    Administration
    ,
    Manage Users & Groups
    , then the
    Group Permissions
     tab. Select the group from the dropdown. You can set Read, Add, Edit, Delete, Lookup Mgmt, and Deny permissions for the following FileRooms and Drawers:
    • Client
    • Knowledge
    • Invoices
    • AR M-Tech
    • Payroll
    • WIP
    • AP Marcum
    • AP M-Tech
    • AP/AR MKFS
    • HR EMP
    Select
    Save
     when you're done.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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